• Jessica Ortega , CFP®, RICP®

    Director of Planning

Jessica, a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional®, has been a member of the Eagle Wealth Strategies team since 2005. Jessica holds a Bachelor's degree in Finance from Rowan University as well as a Series 7 General Securities license, Series 66 Uniform Combined State Law license, and Life and Health Insurance licenses in the State of New Jersey.

Jessica is passionate about using her expertise in complex financial planning topics to help our clients maximize, protect, and ultimately enjoy the culmination of their life’s work. She leads our advisory team in the delivery of goals-based planning, helping individuals and families experience the peace of reaching the financial goals that are important to them. Jessica assures consistency of the Eagle Wealth Strategies client experience and provides quality control for the utilization and communication of our financial planning processes.

Jessica resides in Pitman, New Jersey with her husband Dave and their daughter. An avid runner and frequent traveler, she is working toward her goal of completing a half marathon in all 50 states. As a Philadelphia Union season ticket holder, you can often catch Jessica at a soccer game, which she also enjoys playing recreationally.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.